Apple entered the holiday quarter with growing revenue momentum. Berkshire Hathaway’s confidence in Apple remains strong as it remains their largest holding. With CEO handoff to Greg Abel approaching, potential strategy shifts for the equity portfolio could occur. Berkshire has been trimming its Apple stake over the past two years, but this move doesn’t indicate a negative view on Apple’s business. Apple’s strong guidance suggests robust growth in the holiday quarter. Berkshire’s position in Apple is currently valued at over $65 billion, making it their top holding. The conglomerate’s massive Apple stake represents about 20% of their total equity portfolio. Berkshire may stop selling Apple shares with Abel’s leadership, as they have a significant amount of cash on hand for future investments. New management under Abel may lead to a higher percentage of tech stocks in Berkshire’s portfolio. Apple’s improving business performance may also influence Berkshire’s decision to hold onto their Apple shares. Berkshire Hathaway may choose to retain their remaining Apple shares next year due to the Cupertino-based company’s positive business outlook.

Read more at Yahoo Finance: Berkshire Hathaway Will Stop Selling Apple Stock in 2026